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GHohn
Member

Deal Stage Amount Over Time

SOLVE

Is there a way to create a report for a specific deal stage amount over time.  For example, we have a deal stage of "estimate provided" i want to track this value each day and show the amount from each day over time to see how it fluctuates.

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Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Deal Stage Amount Over Time

SOLVE

Hi @GHohn 

 

In order to report on this hisotic value of a stage, those values need to be snapshotted and stored, which HubSpot unfortunatly doenst do. 

 

I've seen a number of third parties suggest they do it on platforms connected to HubSpot, i.e: 

Hope this helps.

Phil Vallender | HubSpot Website Agency

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Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Deal Stage Amount Over Time

SOLVE

Hi @GHohn 

 

In order to report on this hisotic value of a stage, those values need to be snapshotted and stored, which HubSpot unfortunatly doenst do. 

 

I've seen a number of third parties suggest they do it on platforms connected to HubSpot, i.e: 

Hope this helps.

Phil Vallender | HubSpot Website Agency